Sound View Wealth Advisors Group, LLC Capital Group Divid Value ETF Transaction History
Sound View Wealth Advisors Group, LLC
- $1.47 Billion
- Q4 2025
A detailed history of Sound View Wealth Advisors Group, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 5,769 shares of CGDV stock, worth $247,374. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,769
Previous 5,769
-0.0%
Holding current value
$247,374
Previous $242,000
2.07%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding CGDV
# of Institutions
627Shares Held
423MCall Options Held
0Put Options Held
8.7K-
Lpl Financial LLC Fort Mill, SC52.6MShares$2.25 Billion0.69% of portfolio
-
Morgan Stanley New York, NY23.2MShares$996 Million0.06% of portfolio
-
Capital International Investors Los Angeles, CA22.5MShares$965 Million0.16% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL22.1MShares$949 Million0.31% of portfolio
-
Envestnet Asset Management Inc17.4MShares$746 Million0.23% of portfolio